Michael Gables Email & Phone Number

Fort Worth, Tx, Us

Plano, Texas

-Leading a team of manager level associates in multiple sites supporting the Chase Wealth Management service center and advisor service teams. -Expanding team scope/ support provided by department from a corporate actions primary focus to encompass a broader market/trading risk for clients and the service centers.-Focusing on building resources and risk analysis so that our internal teams can reduce errors/improve controls related to market risk events, trading and corporate actions.-Leading and partnering with multiple departments on several initiatives to streamline internal resources, enhance the client experience, and find efficiencies that save time while also reducing risk.

Plano, Texas

-Leading a team of manager level associates supporting corporate actions for Chase Wealth Management-Building new department and resources to help strengthen multiple service teams abilities to understand and take corporate actions elections as well as improve controls.-Leading and partnering with multiple departments on several initiatives to improve the internal, web/client resources in the corporate actions space.

Fort Worth, Texas

-Leading both the dividends clearing and middle office deparment within corporate actions-Working to establish ISO 20022 messaging for dividends processing.-Worked with business partners to reduce the middle office volumes by over 40%-Have revamped/am revamping some processes and supervisory reviews to be more impactful and streamlined for the department.-Challenging and encouraging the team to simplify processes when possible and look for new ways of solving problems.-Process improvements and standardization have led to hours of daily time savings and an ability to better focus on our clients and partners.

Fort Worth, Texas

-Manage a team of 7-10 associates which is split between processors and brokers that serve as the middle office for cage communications to clients.-Implemented and encouraged lean principles within the team to great success.-Instilled a client first mindset on the team for both internal and external clients.-Provided vision and guidance to team through multiple reorganizations of the department’s functions and duties-Enhanced several processes to make them more efficient and client centric

-Ensure team exceeds service levels and meets quality standards in multiple channels of communication.-Coach and lead team using collaborative coaching techniques and spot on coaching.-Coach the PEER leaders on ways to motivate/help other associates through contests and developing friendly competition. -Motivate team to increase BLR participation.

-Prepped temporary team for future roles by doing mock interviews, providing resume tips and teaching the basics of CDM. -Increased team's participation in company campaigns.-Guided the team in taking on new responsibilities which included taking malware calls and assisting the research and resolution queue.-Taught the new hires techniques for spotting asset gathering opportunities.

-Noted for providing creative solutions to representatives and clients when handling escalated situations.-Coached associates over the phone and face to face on techniques for efficiency and for deescalating clients. -Ranked near the top of the team in client retention.

-Assisted Sr. Representative with educating new hires/ deescalating clients. -Took initiative to create a daily news summary for my team that was requested to be sent to other teams.-Promoted from broker to Apex Broker in a few months.